See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,041 | $92,222+29.1% | $76,768+55.1% | $135,375-12.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.35% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $13,656 | $3,216+324.7% | $2,485+449.5% | $4,779+185.8% |
| Participant deferral / active EE | $5,200 | $4,509+15.3% | $3,852+35.0% | $5,609-7.3% |
| Admin fee / account holder | $1,879 | $10,748-82.5% | $6,675-71.9% | $10,827-82.6% |